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Build a funnel

Set up a whole journey: a capture page, a tag and a series of emails that go out on their own.

A funnel is a journey in one place: a page where people sign up, a tag that groups them, and a series of emails that follow. Use one to welcome new leads, deliver a free guide or follow up after a purchase. Each person goes through a funnel once.

Create a funnel

  1. Open Marketing > Email > Funnels and press New funnel.
  2. Under What’s your goal?, pick one: Welcome, Make money, Nurture, Deliver a freebie, Event registration, Re-engage, Abandoned cart, Purchase follow-up or Start from scratch.
  3. Give it a Funnel name. Pick the tag everyone who comes through gets. You can also add a pipeline, so each sign-up appears as a card there.
  4. Press Create funnel. Nothing sends yet.

Make it yours, then turn it on

  1. On the Emails tab, read and edit every email. For each one, choose After a delay (minutes, hours or days after someone joins, optionally at a time like 9:00 AM) or On a specific date. Press Send test to me to check it.
  2. On the Pages tab, check the capture page if the goal made one.
  3. Flip Turn on. Emails start going out.

The tabs

  • Emails: the emails, their timing, and what starts the funnel (like When a tag is added).
  • Setup: the name, tag and pipeline. Pages: the journey’s pages, in order.
  • People: everyone in it and their next email. Press Enroll people to add someone by hand.
  • Results: how the funnel is doing.

Good to know

  • A tag only starts a funnel at the moment it’s added. People who had the tag before you turned the funnel on aren’t in it. Press Enroll the already tagged to add them.
  • Want a group kept out? Add their tag under Stop sending if this tag is added. Anyone who already has that tag is never enrolled.
  • A funnel enrolls each person once. To send someone the whole series again, press Start again on their row in People.
  • If a row says it could not send, fix the email address in Contacts, press Remove on that row and enroll them again.
  • Archive keeps the funnel and its records but stops its emails. Delete funnel removes it for good. Your pages stay either way.
  • Press Write my emails from my Blueprint to get four ready funnels written in your voice. See Have Colibri write your emails.
  • Funnel emails need your sending domain set up first. See Send email from your own domain.
  • Funnels are part of ColibriOS Pro. See The Free plan and ColibriOS Pro.